ER/Studio Installation Guide

Copyright 1994-2006 Embarcadero Technologies, Inc. Embarcadero Technologies, Inc. 100 California Street, 12th Floor San Francisco, CA 94111 U.S.A. All rights reserved. All brands and product names are trademarks or registered trademarks of their respective owners. This software/documentation contains proprietary information of Embarcadero Technologies, Inc.; it is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this software/documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights and the following legend is applicable: Restricted Rights Legend Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of DFARS 252.227-7013, Rights in Technical Data and Computer Software (October 1988). If this software/documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with Restricted Rights, as defined in FAR 552.227-14, Rights in Data-General, including Alternate III (June 1987). Information in this document is subject to change without notice. Revisions may be issued to advise of such changes and additions. Embarcadero Technologies, Inc. does not warrant that this documentation is error-free.

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Contents
Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Upgrading to ER/Studio 7.x. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 ER/Studio Enterprise and ER/Studio Standard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Upgrading to ER/Studio 7.0 Standard (workstation license) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Upgrading to ER/Studio 7.0 Enterprise (workstation license) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Upgrading to ER/Studio 7.0 Standard (concurrent license) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Upgrading to ER/Studio 7.0 Enterprise (concurrent license) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Licensing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 ER/Studio Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Install E/R Studio Repository: Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 ER/Studio and Repository Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Installing ER/Studio Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 ER/Studio Repository Technical Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 ER/Studio Repository Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 ER/Studio Repository Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Embarcadero Repository Setup Wizard - Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Embarcadero Repository Setup Wizard - License Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Embarcadero Repository Setup Wizard - Customer Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Embarcadero Repository Setup Wizard - Choose Destination Location . . . . . . . . . . . . . . . . . . . . . . . . 19 Embarcadero Repository Setup Wizard - Select Program Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Embarcadero Repository Setup Wizard - Setup Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Embarcadero Repository Setup Wizard - Ready to Install the Program . . . . . . . . . . . . . . . . . . . . . . . . 20 Embarcadero Repository Setup Wizard - Run Database Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Repository Database Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Database Wizard Panel 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Database Wizard - Panel 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 IBM DB2 UDB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Sybase. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Setup Complete. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

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Installation
We recommend you complete the installation in the following order. If youre installing a stand-alone copy you will not need the floating license server in Step 1. 1 2 3 Install Embarcadero License Server Install ER/Studio Install ER/Studio Repository

Upgrading to ER/Studio 7.x

You must install Repository 4.0 to work with ER/Studio 7.x. Note the following: You may install ER/Studio 7.x and an earlier ER/Studio version on the same workstation. Any *.dm1 files you use from the previous version will be copied and converted to 7.x format when you open them for the first time. Previous versions of ER/Studio will not read 7.x files. The Diagram Upgrade can be time consuming and memory intensive. The number and size of ER/Studio diagrams managed in the upgraded repository will dictate how long the upgrade process takes. Reference Models are not supported in ER/Studio 7.x. If you decide to uninstall a previous version, you will be given the option of saving your existing license. During installation you will have the option of restoring it or using the evaluation license.

ER/Studio Enterprise and ER/Studio Standard

ER/Studio Enterprise is ER/Studio and Repository together. ER/Studio Standard means ER/Studio licensed separately from Repository, or without Repository. Enterprise customers will have the ER/Studio 7.x and Repository 4.0 tools suite licensed together. You may license it on a particular workstation or have a number of floating licenses (concurrent licenses) managed by the Embarcadero License Server.

Upgrading to ER/Studio 7.0 Standard (workstation license)

A workstation license uses a license.txt with an encoded MAC address of a network card on your system. You will need a new license once you have upgraded.

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To upgrade: 1 2 Ensure you have backed up all your 6.6.1 (or earlier version) dm1 files. You do not need to uninstall an earlier version until you are happy with the new version. Start the ER/Studio 7.0 Installation file, available from: http://www.embarcadero.com/downloads/downloaderstudioent.jsp and http://www.embarcadero.com/downloads/upgrade.html These installations have a two-week trial period. The initial 7.0 installation will NOT upgrade your previous license. If you require a login for the upgrade site, please e-mail your details to: uk.key@embarcadero.com (for Europe, Middle-East and Africa) or key@embarcadero.com (for the Americas and Australasia). Install Type: select Workstation Installation. License File: select No. Do NOT enter anything relating to your previous license. After installation, open each one of your old *.dm1 files in ER/Studio 7.0. It automatically upgrades diagrams to version 7.0. Save the files again. Before the two-week trial period expires, run through the License Wizard. In ER/Studio: Choose Help > About ER/Studio ... select License ... Fill in the License wizard information as it applies to you. If you are in the Americas, please select the key@embarcadero.com e-mail address, for Europe, Middle-East and Africa, select uk.key@embarcadero.com. Alternatively, you can save it to a file and mail it from another machine. Please select the address carefully as selecting the wrong one might delay your license. When your license.txt file arrives, save it in the ER/Studio 7.0 installation directory. Please also make a backup copy of thelicense.txt file to store elsewhere should you need to reinstall. 7 Uninstall the previous version of ER/Studio if you no longer need it. Be sure to backup any custom SQL files or other work files in the old ER/Studio directory because they will be removed by the uninstaller.

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Upgrading to ER/Studio 7.0 Enterprise (workstation license)

A workstation license uses a license.txt with an encoded MAC address of a network card on your system. You will need a new license once you have upgraded. The Repository installation is NOT licensed separately as it was before. ER/Studio holds the valid Repository client connection (where applicable). There is no separate Repository Licensing Application. To upgrade: 1 2 Check in all your diagrams and objects. As a precaution, rename all local copies of repository diagrams in the active file directory. Attempting to check in a previous-version file with the same name as an existing file will corrupt your current file. To do this, in ER/Studio, Select: Repository > Options > Active File Directory. Make a backup of the current repository database. Make sure no one is logged into the repository Start the Repository Installation file on the existing Repository machine. Be sure to install Repository over the previous Repository directories.

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The installation program will attempt to stop the services below. You can also stop them with the Services utility in the Windows Control Panel. Embarcadero Repository Communication Server Embarcadero Repository Database Server Embarcadero Repository Event and Dispatch Server

In the Run Database Wizard? panel, Select Yes. Next, youll see:

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Choose "Update previous Version Database to current version" when the wizard locates your existing database. Start the ER/Studio 7.0 Installation file. You do not need to uninstall an earlier version until you are happy with the new version.Start the ER/Studio 7.0 Installation file, available from: http://www.embarcadero.com/downloads/downloaderstudioent.jsp and http://www.embarcadero.com/downloads/upgrade.html These installations have a two-week trial period. The initial 7.0 installation will NOT upgrade your previous license. If you require a login for the upgrade site, please e-mail your details to: uk.key@embarcadero.com (for Europe, Middle-East and Africa) or key@embarcadero.com (for the Americas and Australasia). Install Type panel: select Workstation Installation. In the Select Repository Server panel, enter the name of the machine on which you installed the Repository License File: select No. Do NOT enter anything relating to your previous license. Run the Diagram Data Version Upgrade, utility. In ER/Studio, from the main menu, choose: Repository > Administration > Diagram Data Version Upgrade. This will update your existing diagrams to the latest version. You must do this before you check-out any diagrams or do any work with the new version.

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Login as Super user (the default user and password are: Admin and Admin). After the diagrams are upgraded, each user must perform a clean get of ALL Repo diagram(s) they were working on previously. Before the two-week trial period expires, run through the License Wizard. In ER/Studio: Choose Help > About ER/Studio ... select License ... Fill in the License wizard information as it applies to you. If you are in the Americas, please select the key@embarcadero.com e-mail address, for Europe, Middle-East and Africa, select uk.key@embarcadero.com. Alternatively, you can save it to a file and mail it from another machine. Please select the address carefully as selecting the wrong one might delay your license. When your license.txt file arrives, save it in the ER/Studio 7.0 installation directory. Please also make a backup copy of thelicense.txt file to store elsewhere should you need to reinstall.

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Uninstall the previous version of ER/Studio if you no longer need it. Be sure to backup any custom SQL files or other work files in the old ER/Studio directory because they will be removed by the uninstaller.

Upgrading to ER/Studio 7.0 Standard (concurrent license)

Version 7.0 uses a separate program called the Embarcadero License Server. You will need to install it. Previous floating license server versions will not support ER/Studio 7.0, although they may continue to support other products. The Server is licensed separately will need a new license.txt file containing all the licensing information for the number of ER/Studio clients. NOTE: The following applies to Terminal/Citrix Server installations also and differs only where noted.

You can download the new License Server from the upgrade site: http://www.embarcadero.com/downloads/upgrade.html If you require a login for the upgrade site, please e-mail your details to: uk.key@embarcadero.com (for Europe, Middle-East and Africa) or key@embarcadero.com (for the Americas and Australasia). To upgrade: 1 2 Ensure you have backed up all your 6.6.1 (or earlier version) dm1 files. You do not need to uninstall an earlier version until you are happy with the new version. Start the ER/Studio 7.0 Installation file. For Terminal/Citrix Servers, run the installation on the Terminal/Citrix Server. The installation file is available from: http://www.embarcadero.com/downloads/downloaderstudioent.jsp and http://www.embarcadero.com/downloads/upgrade.html These installations have a two-week trial period. The initial 7.0 installation will NOT upgrade your previous license. If you require a login for the upgrade site, please e-mail your details to: uk.key@embarcadero.com (for Europe, Middle-East and Africa) or key@embarcadero.com (for the Americas and Australasia). Install Type: select Workstation Installation. NOTE: Select Client Installation if you already have the Embarcadero License Server installed and correctly licensed for ER/Studio. If so, then enter your License Server name & port in the next wizard panel.

License File: select No. Do NOT enter anything relating to your previous license.

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After installation, open each one of your old *.dm1 files in ER/Studio 7.0. It automatically upgrades diagrams to version 7.0. Save the files again. Before the two-week trial period expires, download the license application from: http://www.embarcadero.com/downloads/upgrade.html If you are in the Americas, please select the key@embarcadero.com e-mail address, for Europe, Middle-East and Africa, select uk.key@embarcadero.com.

Install the License Server on the machine where you originally had your ER/Studio Floating Network Server. It can be installed on Linux and Unix systems. For Terminal/Citrix Servers, run the installation on a machine which will be accessible from the Terminal/Citrix Server. Get the server MAC address that will then be entered in the ER/Studio clients. To do this, start the License Manager. On the main menu, go to: Help > System Information and make a note of the MAC address.

On each of the ER/Studio installations, from the ER/Studio menu: Choose Help > About ER/Studio ... select License ... Fill in the License wizard information as it applies to you.

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You will enter the MAC address in the Additional Notes field as below: NOTE: A subsequent panel will display a different MAC address, the one for the ER/Studio machine, ignore it.

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In the final panel, If you are in the Americas, please select the key@embarcadero.com e-mail address, for Europe, Middle-East and Africa, select uk.key@embarcadero.com. Alternatively, you can save it to a file and mail it from another machine. Please select the address carefully as selecting the wrong one might delay your license. When you receive your license.txt file, save it in the \lib directory in the License Server installation directory, on the machine where you have installed the License Server, typically: C:\program files\embarcadero\licenseserver\lib. Restart the License Server service. On Windows systems this is located in: Start > Settings >Administrative Tools > Services.

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On each of the ER/Studio installations, from the ER/Studio menu: Choose: Help > About ER/Studio ... > Server and specify the name of your License Server machine and the port (default is 4880).

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Restart ER/Studio. It should start using the License Server. Uninstall the previous version of ER/Studio if you no longer need it. Be sure to backup any custom SQL files or other work files in the old ER/Studio directory because they will be removed by the uninstaller.

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Upgrading to ER/Studio 7.0 Enterprise (concurrent license)

Version 7.0 uses a separate program called the Embarcadero License Server. You will need to install it. Previous floating license server versions will not support ER/Studio 7.0, although they may continue to support other products. The Server is licensed separately will need a new license.txt file containing all the licensing information for the number of ER/Studio clients and for the Repository clients. NOTE: The following applies to Terminal/Citrix Server installations also and differs only where noted.

You can download the new License Server from the upgrade site: http://www.embarcadero.com/downloads/upgrade.html If you require a login for the upgrade site, please e-mail your details to: uk.key@embarcadero.com (for Europe, Middle-East and Africa) or key@embarcadero.com (for the Americas and Australasia). To upgrade: 1 2 Check in all your diagrams and objects. As a precaution, rename all local copies of repository diagrams in the active file directory. Attempting to check in a previous-version file with the same name as an existing file will corrupt your current file. To do this, in ER/Studio, Select: Repository > Options > Active File Directory. Make a backup of the current repository database. Make sure no one is logged into the repository Start the Repository Installation file on the existing Repository machine. Be sure to install Repository over the previous Repository directories. The installation program will attempt to stop the services below. You can also stop them with the Services utility in the Windows Control Panel. Embarcadero Repository Communication Server Embarcadero Repository Database Server Embarcadero Repository Event and Dispatch Server 7 In the Run Database Wizard? panel, Select Yes. Next, youll see:

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Choose "Update previous Version Database to current version" when the wizard locates your existing database. Start the ER/Studio 7.0 Installation file. You do not need to uninstall an earlier version until you are happy with the new version. For Terminal/Citrix Servers, run the installation on the Terminal/Citrix Server. The installation file is available from: http://www.embarcadero.com/downloads/downloaderstudioent.jsp and http://www.embarcadero.com/downloads/upgrade.html These installations have a two-week trial period. The initial 7.0 installation will NOT upgrade your previous license. If you require a login for the upgrade site, please e-mail your details to: uk.key@embarcadero.com (for Europe, Middle-East and Africa) or key@embarcadero.com (for the Americas and Australasia). In the Install Type panel, select Workstation Installation. NOTE: Select Client Installation if you already have the Embarcadero License Server installed and correctly licensed for ER/Studio. If so, then enter your License Server name & port in the next wizard panel.

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In the Select Repository Server panel, enter the name of the machine on which you installed the Repository. License File: select No. Do NOT enter anything relating to your previous license. Run the Diagram Data Version Upgrade, utility. You must do this before you check-out any diagrams or do any work with the new version. In ER/Studio, from the main menu, choose: Repository > Administration > Diagram Data Version Upgrade. This will update your existing diagrams to the latest version. Login as Super user (the default user and password are: Admin and Admin). After the diagrams are upgraded, each user must perform a clean get of ALL Repo diagram(s) they were working on previously.

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Before the two-week trial period expires, download the license application from: http://www.embarcadero.com/downloads/upgrade.html If you are in the Americas, please select the key@embarcadero.com e-mail address, for Europe, Middle-East and Africa, select uk.key@embarcadero.com.

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Install the License Server on the machine where you originally had your ER/Studio Floating Network Server. It can be installed on Linux and Unix systems. For Terminal/Citrix Servers, run the installation on a machine which will be accessible from the Terminal/Citrix Server. Get the server MAC address that will then be entered in the ER/Studio clients. To do this, start the License Manager. On the main menu, go to: Help > System Information and make a note of the MAC address.

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On each of the ER/Studio installations, from the ER/Studio menu: Choose Help > About ER/Studio ... select License ... Fill in the License wizard information as it applies to you.

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You will enter the MAC address in the Additional Notes field as below: NOTE: A subsequent panel will display a different MAC address, the one for the ER/Studio machine, ignore it.

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In the final panel, If you are in the Americas, please select the key@embarcadero.com e-mail address, for Europe, Middle-East and Africa, select uk.key@embarcadero.com. Alternatively, you can save it to a file and mail it from another machine. Please select the address carefully as selecting the wrong one might delay your license. When you receive your license.txt file, save it in the \lib directory in the License Server installation directory, on the machine where you have installed the License Server, typically: C:\program files\embarcadero\licenseserver\lib. Restart the License Server service. On Windows systems this is located in: Start > Settings >Administrative Tools > Services.

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On each of the ER/Studio installations, from the ER/Studio menu: Choose: Help > About ER/Studio ... > Server and specify the name of your License Server machine and the port (default is 4880).

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Restart ER/Studio. It should start using the License Server. Uninstall the previous version of ER/Studio if you no longer need it. Be sure to backup any custom SQL files or other work files in the old ER/Studio directory because they will be removed by the uninstaller.

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Licensing
You can install ER/Studio on a single machine with one license, or on a network with a floating license from the Embarcadero License Server. ER/Studio can be installed on the same machine as the license file. NOTE: ER/Studio will require you to identify a license server when it starts. The first time, you may need to specify the license servers network name or IP address and port number (port 4880 by default).

Once the license server installation is complete, multiple users can run ER/Studio concurrently up to the number of licenses purchased. Embarcadero License Server The Embarcadero License Server is a stand-alone floating license server for Embarcadero applications. Licenses can be managed from a single console where an administrator can see how many licenses are available and if they are in use. Specific users can be added or removed and licenses can be reallocated as needed. As with any license server, it must be installed on a computer in your network before you can run a client application. See the Licensing information at: http://www.embarcadero.com/products/erstudio/erdocs.html

ER/Studio Installation Wizard

The Installation Wizard is a multi-panel wizard that installs all corresponding files on your machine. The wizard display varies depending on the license type you choose. NOTE: If you have an existing license, you will be given the option of saving it as a backup file during installation. You will have the option of restoring it (for workstation installation) or using the evaluation license before installation completes.

Panel
Welcome to the InstallSheild Wizard License Agreement

Description
Starts the Embarcadero Technologies application installation. Displays the license agreement. To continue the installation, click Yes. If you click No, the Installation terminates. You cannot proceed with the installation if you do not accept the License Agreement terms. Lets you enter your user and company information. Choose Workstation if you do not have a Floating Network License Server (Embarcadero License Server) installed. If you choose Client Installation, in the Server Connection panel: You may need to specify the license servers network name or IP address and port number (port 4880 by default).

Customer Information Install Type

Destination Location

The default directory is C:\Program Files\Embarcadero. If you do not want to keep the default directory, click the Browse button to browse for a file location.

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Panel
Select Repository Server

Description
Lets you select your Repository Server. The ER/Studio Repository Server is the only interface to the Repository Database. It is responsible for creating the SQL code necessary to query, retrieve, insert, update, and delete diagram data in the database. If you delete a diagram in Repository, the file itself remains on disk. If you are using ER/Studio and Repository, click the list and select the target server. If necessary, you can click Refresh to update the list. If you are not planning to use the Embarcadero Repository, click None. Note: You can change this setting at a later time using the Options Editor - Repository Tab or Repository Options Editor.

Select Default Notation And Visual Style

You can change these settings later by using the Options menu, also. Notation IDEF1X - Displays the model with that type of notation. IE (Crow's Feet) - Displays the model using IE notation (foreign keys are displayed in entity boxes). Filtered IE - Displays the model using IE notation, but foreign keys are not displayed in entity boxes. Visual Style Choose a standard Microsoft Windows display style.

Start Copying Files

Lets you review your installation settings. To start copying the application files, click Next.

Install E/R Studio Repository: Overview

ER/Studio Repository is a 32-bit application that runs in a Microsoft Windows environment. It includes three main components: 1 2 3 ER/Studio Client Workstation ER/Studio Repository Server ER/Studio Repository Database NOTE: If you are upgrading an existing Repository Installation, see the Table of Contents for your installation type.

In addition to requiring at least one copy of ER/Studio, the Repository has specific server, and database requirements that you must meet before proceeding with the installation. If you do not meet these requirements, the install may fail, or you may not be able to connect to the Repository and use it. We recommend that you review all the requirements before proceeding with the ER/Studio Repository Installation. To install and run the ER/Studio Repository application, you must have the following: 1 2 3 Local Administrator Privileges. The TCP protocol needs to be up and running on the both the Repository database and server. The Server must have the correct RDBMS Client Utility Software.

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An available database that is supported by Repository. It must have sufficient space, and include the correct RDBMS Client Utility Software. DBMS privileges required to create objects on a server.

Please review the sections below and confirm that your environment meets the specific Repository Requirements. ER/Studio Repository Configuration ER/Studio Repository Server ER/Studio Repository Database After you install the Repository, you must configure it. You can configure the Repository using the Options Editor Repository Tab or the Repository Options Editor.

ER/Studio and Repository Configuration

The graphic below displays the ER/Studio and Repository Configuration. For details about each component, see: ER/Studio Repository Server ER/Studio Repository Database

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Installing ER/Studio Repository

ER/Studio Repository installation includes two components: Installation Type
Repository Server

Description
The Repository Server is the link between ER/Studio and the Repository Database. The Server is responsible for creating the SQL code necessary to query the database to retrieve data, or to insert data into the database. The Repository Database stores information about the Repository Diagrams and their objects.

Repository Database

You can either Install a new Repository or Upgrade your existing Repository.

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After you install the Repository, you must configure your Repository to use it. You can configure the using the ER/Studio Options Editor - Repository Tab, or the Repository Options Editor. which you can use to configure your repository.

ER/Studio Repository Technical Requirements

The ER/Studio Repository Server is the only interface to the Repository Database. It is responsible for creating the SQL code necessary to query, retrieve, insert, update, and delete diagram data in the database. If you delete a diagram in Repository, the file itself remains on disk.The Server has specific hardware and software requirements outlined below that optimize its performance: Hardware and Operating System Requirements Software Requirements Hardware and Operating System Requirements The ER/Studio Repository Server has the following hardware and operating system requirements. Adhering to these requirements optimizes ER/Studio Repositorys performance. NOTE: The hardware requirements are based on an ER/Studio Repository with five to 10 users. If you have more than 10 users, you may want to augment the hardware to address the increased number of ER/Studio Repository Server transactions necessitated by the increased number of users. If you install the ER/Studio Repository Server and the ER/Studio Repository database on the same machine, you should consider augmenting the hardware requirements described below.

NOTE:

Hardware Requirements: Pentium III, 700 MHz or higher 512 MB of RAM recommended 50 MB of hard disk space with the possibility for expansion Operating System Requirements: Windows XP Windows 2000 Software Requirements The Repository Server has the following software requirements: Embarcadero Repository Communication Server Embarcadero Repository Database Server Embarcadero Repository Event and Dispatch Software RDBMS Client Utility Software.

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The Embarcadero components are added during the installation. The RDBMS Client Utility software must be in place before you can install the Repository Server. Supported Repository Database
Oracle 8.1.x Server Oracle 9.0.x Server Oracle 9.2.0.x Server Oracle 10g Server Microsoft SQL Server 7.0 or later Server Sybase ASE 12.x Server IBM DB2 UDB LUW 7.x and 8.x Server See note below

RDBMS Client Utility Software

Oracle 8.1.7.4 Client Utilities Oracle 9.0.x Client Utilities Oracle 9.2.0.x Client Utilities Oracle 9.2.0.x or 10g Client Utilities Microsoft Data Access Component (MDAC) 2.6 or later See note below Sybase 11.9 or later Client Utilities IBM DB2 UDB 7.x and 8.x Client Utilities

NOTE:

If you are installing the Repository on a Microsoft SQL Server, you must have the correct version of MDAC installed before you proceed with the installation. To upgrade your current version of MDAC, visit the Microsoft Web site. The IBM DB2 UDB 7.x Server needs to have a User Temporary Tablespace with at least a 4Kb page size to create the temporary tables. We suggest using a System Managed table because those can grow automatically. You can use either DBArtisan to create one.

NOTE:

ER/Studio Repository Database

The Repository uses a relational database to store and manage diagram metadata. A new Repository database installation includes the following objects: Tables, Indexes, Views, and Stored Procedures, and Temporary Tables (tempdb on SQL Server and Sybase). The Repository Server has specific hardware and software requirements outlined below: Hardware and Operating System Requirements Software Requirements NOTE: If you are creating a Repository on a DB2 Instance, this instance must have the C++ compiler for the Stored Procedures to work correctly. The IBM DB2 UDB 7.x Server needs to have a User Temporary Tablespace with at least a 4Kb page size to create the temporary tables. We suggest using a System Managed table because those can grow automatically. You can use either DBArtisan to create one. In addition, to the requirements outlined below, you must have the DBMS requirements to create objects on a server.

NOTE:

NOTE:

Hardware Requirements The ER/Studio Repository Database has the following hardware and operating system requirements. Adhering to these requirements optimizes ER/Studio Repositorys performance. The hardware requirements are based on an ER/Studio Repository with five to 10 users. If you have more than 10 users, you may want to augment the hardware to address the increased number of ER/Studio Repository requests.

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If you install the ER/Studio Repository Server and the ER/Studio Repository database on the same machine, you should consider augmenting the hardware requirements described below. Hardware Requirements: Pentium 4 or higher 1 GB of RAM recommended 350 MB of hard disk space (see Software Requirements) Operating System Requirements: Windows 2000 Windows XP Linux UNIX Software Requirements The ER/Studio Repository installs on the database platforms listed below, Regardless of the platform, you should allocate at least 300 MB of space to the database and implement auto extend so that the database can accommodate increases in the size of your models. You should also allocate 50 MB of space to the databases logfile. Supported Repository Database
Oracle 8.1.x Server Oracle 9.0.x Server Oracle 9.2.0.x Server Oracle 10g Server Microsoft SQL Server 7.0 or later Server Sybase ASE 12.x Server IBM DB2 UDB LUW 7.x and 8.x Server See note below

RDBMS Client Utility Software

Oracle 8.1.7.4 Client Utilities Oracle 9.0.x Client Utilities Oracle 9.2.0.x Client Utilities Oracle 9.2.0.x or 10g Client Utilities Microsoft Data Access Component (MDAC) 2.6 or later See note below Sybase 11.9 or later Client Utilities IBM DB2 UDB 7.x and 8.x Client Utilities

NOTE:

If you are installing the Repository on a Microsoft SQL Server, you must have the correct version of MDAC installed before you proceed with the installation. To upgrade your current version of MDAC, visit the Microsoft Web site. The IBM DB2 UDB 7.x Server needs to have a User Temporary Tablespace with at least a 4Kb page size to create the temporary tables. We suggest using a System Managed table because those can grow automatically. You can use either DBArtisan to create one. If you are using SQL Server AND use case-sensitive nomenclatures, you may get connection error messages from Repository. To remedy, create an empty database with a non-case-sensitive character set (such as Latin_General_CI_AS), then initialize the database with the Repository utility.

NOTE:

NOTE:

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Repository Database Sizing The table below describes the initial size of the Repository database before any diagrams are added. The table also describes the database sizing for sample small, medium, and large diagrams. All sizes in megabytes (MB) unless otherwise specified. RDBMS
Oracle 8 Microsoft SQL Server 7 Sybase ASE 12 IBM DB2 UDB

Initial Size
6 7.8 3.9 3.2

Small Diagram
0.5 0.7 0.8 0.8

Medium Diagram
14 14.7 28.9 14.6

Large Diagram
64 40.9 89.1 50

The table below describes basic specifications for sample small, medium, and large diagrams: Sample Diagrams
Small Medium Large

Entities
22 302 722

Attributes
125 2516 10629

Views
2 32 0

Relationships
20 606 1542

DM1 File Size (KB)

184 2153 6967

ER/Studio Repository Wizard

The Embarcadero Repository Setup Wizard installs all corresponding files on your machine. NOTE: If you are upgrading an existing Repository Installation, see the Table of Contents for your installation type.

Embarcadero Repository Setup Wizard - Welcome

This panel starts the Embarcadero Repository Setup Wizard. To complete this panel, do the following: Click Next.

Embarcadero Repository Setup Wizard - License Agreement

This panel displays the Embarcadero Technologies License Agreement. To proceed with the installation, you must accept the License Agreement terms.

Embarcadero Repository Setup Wizard - Customer Information

Enter your name and your company name.

Embarcadero Repository Setup Wizard - Choose Destination Location

This panel lets you choose the directory where the installation wizard stores the ER/Studio Repository Server files. The default destination directory is: C:\Program Files\Embarcadero\Repository If you do not use the default directory, use the file browser to choose a location.

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Embarcadero Repository Setup Wizard - Select Program Folder

This panel lets you select the location for the program folders. Program icons are added to the default folder: C:\Program Files\Embarcadero\Repository.

Embarcadero Repository Setup Wizard - Setup Icons

Specify the startup location(s) and folder of the program launch icons.

Embarcadero Repository Setup Wizard - Ready to Install the Program

This panel lets you begin the installation.To complete this panel, do the following: 1 2 To make any changes to your settings, click Back. When you are ready to start copying files, click Install.

Embarcadero Repository Setup Wizard - Run Database Wizard

If you choose Yes, the Database Maintenance Wizard, a component of Repository, will guide you through the steps needed to connect Repository to a DBMS. If you choose No, You can run the Wizard after installing Repository from the Repository Folder. From the desktop: Choose: Start > Programs > Embarcadero Repository 4. 0 > Repository Database Maintenance utility.

Repository Database Maintenance

Options available will depend on whether a Repository database is not currently installed. Option
Create New Repository database Connect to an Existing Repository database Reinitialize current Repository database Change Repository database login and password Update previous version database

Description
Launches the database wizard, see Database Wizard Panel 1 below. You will need to specify the Platform, Server/Connect String and database name. You may use Windows Authentication in lieu of the remaining fields. This will delete all data, including any diagrams. Changes login. Updates an existing Repository database installation to work with version 4.0.

Database Wizard Panel 1

This panel lets you select the target repository server platform on which to install the ER/Studio Repository. To create the Repository Database, you must have the DBMS requirements to create objects on a server. 1 2 3 4 IBM DB2 UDB 7.x or 8.x SQL Server 7 or 2000 Sybase Adaptive Server Enterprise 12.x Oracle 8i, 9i or 10g

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If you are installing the ER/Studio Repository database on Microsoft SQL Server 7.0 or later, you need MDAC 2.6 installed on your database server before you can proceed. Option
DBMS Which [platform specific information here] connect with?

Description
Click the list, and then click the target DBMS type: IBM DB2, Microsoft SQL Server, Oracle, or Sybase Adaptive Server. [platform specific information here] depends on the platform you selected in the previous step. IBM DB2: Which DB2 Connection String do you want to connect with? Click the list, and then click the target DB2 Instance. Microsoft SQL Server: Which Microsoft SQL Server do you want to connect with? Click the list, and then click the target SQL Server. Oracle: Which SQL*Net Connection String do you want to connect. Click the list, and then click the target Oracle Instance. Sybase: Which Sybase Server do you want to connect with? Click the list, and then click the target Sybase Server.

Enter the database administrator login ID Enter the database administrator password (if any). Connect to the DBMS server to continue:

Type the database administrator login ID. Note: this ID must have the correct privileges to create objects. Type the database administrator password.

Lets you connect to the target server NOTE: If you cannot connect, the Next button is not available.

To complete this panel, do the following: 1 2 In DBMS click the list, and then click the target DBMS type: IBM DB2, Microsoft SQL Server, Oracle, or Sybase Adaptive Server. In Which [platform specific information here] connect with? click the list, and then click the target server.

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In Enter the database administrator login ID, type the database administrator login ID. In Enter the database administrator password (if any), type the database administrator password. In Connect to the DBMS server to continue connect to the target server so you can proceed. Click Next.

To proceed to the next page of Installation, click the link that corresponds with your target DBMS: IBM DB2 UDB SQL Server Oracle Sybase

Database Wizard - Panel 2

This panel lets you enter a User ID or create a new one, and supply the user password. The table below describes the options and functionality available on the second panel of the database wizard: Option
User ID Password

Description
Click the list and then click the target User ID. Type the User ID Password.

To complete this panel, do the following: 1 2 3 In User ID click the list and then click the target User ID. In Password type the User ID Password. Click Next.

IBM DB2 UDB

The IBM DB2 UDB installation is a three-panel wizard that guides you through creating an IBM DB2 repository for storing data. The installation adds Tables, Indexes, Views, and Stored Procedures. Important Notes The machine where your DB2 instance resides must have the C++ compiler for the Stored Procedures to work correctly. The IBM DB2 UDB 7.x Server needs to have a User Temporary Tablespace with at least a 4Kb page size to create the temporary tables. We suggest using a System Managed table because those can grow automatically. TIP: You can use either DBArtisan to create a User Temporary Tablespace.

After creating the User Temporary Tablespace, the DB2 database needs some tuning needs so that it does not run out of memory and log space. For more information see: IBM DB2 UDB User Temp Table Tuning the IBM DB2 UDB Database

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IBM DB2 UDB User Temp Table

The DB2 UDB database needs to have a User Temporary Tablespace with at least a 4Kb page size in order to create the temporary tables. You can create one using the tool of your choice, or you can use the following SQL: TIP: TIP: NOTE: We suggest using a System Managed one because those can grow automatically. You can use either DBArtisan to create a User Temporary Tablespace. Before running this script, you must modify the path for the container.

CREATE USER TEMPORARY TABLESPACE REPOTEMP PAGESIZE 4096 MANAGED BY SYSTEM USING('D:\DB2\NODE0000\SQL00002\SQLT0004.0') // here user needs to specify the physical location of the table space EXTENTSIZE 32 PREFETCHSIZE 16 BUFFERPOOL IBMDEFAULTBP OVERHEAD 24.10 TRANSFERRATE 0.90 ;

Tuning the IBM DB2 UDB Database

After you create your User Temporary Tablespaces, you need to do some tuning to the DB2 database so that it does not run out of memory and log space. Here are the optimizations: 1 Increase Application Heap Size: The default is 128x4Kb. We recommend you change them both to 2048x4Kb. TIP: You can increase the application heap size by right-clicking on the database in Control Center and selecting Configure. Switch to Performance and modify the values for Application Heap Size (applheapsz) and Application Control Heap Size (appctlheapsz).

Increase log file space: The default log size is 250x4kb (1 MG).

We recommend that you increase this to 10,000x4Kb (or 40 MG). In addition, we recommend that you change the number of primary and secondary log files from 3 and 2 to 10 and 10. This gives a total of 400 MG of primary log space, which should be sufficient for medium to large diagrams. TIP: You can increase these using the Logs tab of the Database Configuration dialog in Control Center.

Database Wizard - Panel 2 for DB2

This panel lets you enter a User ID or create a new one, and supply the user password. The table below describes the options and functionality available on the second panel of the database wizard: Option
User ID

Description
Click the list and then click the target User ID.

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Option
Password

Description
Type the User ID Password.

To complete this panel, do the following: 1 2 3 In User ID click the list and then click the target User ID. In Password type the User ID Password. Click Next.

Database Wizard - Panel 3 for DB2 and Oracle

This panel lets you enter the tablespaces for tables and indexes. The table below describes the options and functionality on the third panel of the Database Wizard: NOTE: Option
Tables Indexes

Make sure the tablespaces you select have enough available space. Description
Click the list, and then click the target tables. Click the list and then click the target index.

To complete this panel, do the following: 1 2 3 In Tables, click the list, and then click the target table. In Indexes, click the list and then click the target index. Click Next.

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Database Wizard - Panel 4 for DB2

This panel displays your DB2 Database Summary.

To complete this panel, do the following: 1 2 To make any changes, click Back. When you are ready to create the database, click Finish.

SQL Server
The SQL Server database installation is a three-panel wizard that guides you through creating a Repository database for storing data. The installation adds Tables, Indexes, Views, and Stored Procedures.

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Database Wizard - Panel 2 for Microsoft SQL Server

This panel lets you enter a User ID and supply the user password. The table below describes the options and functionality available on the second panel of the database wizard: Option
User ID Password

Description
Click the list and then click the target User ID. Type the User ID Password.

To complete this panel, do the following: 1 2 3 In User ID click the list and then click the target User ID. In Password type the User ID Password. Click Next.

Database Wizard - Panel 3 for Microsoft SQL Server 7 or later

This panel lets you enter the database name as well as indicate the database device and transaction log. The table below describes the options and functionality on the third panel of the Database Wizard:. Option
What is the name of the database?

Description
The installation fills this box with a default name. In general, this name is fine. However, if youre installing more than one Repository Server on a single DBMS server, then you need to make the database name unique. Take the default name for the database, or type a new one. Note: any changes to the database name are also applied to the data and log file name.s

Database Files

The default data and log files are included in the installation. You can add additional files, edit the existing files, or delete files.

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Option
Add

Description
Lets you add database files. Opens the Add Database File dialog box.

To complete this panel, do the following: 1 2 3 In What is the name of the database? if you are installing more than one Repository Server on a single DBMS server, type a unique database name. In Database Files, you can add additional files, edit the existing files, or delete files. Click Next.

Add Database File

The table below describes the options and functionality on the Add Database File dialog box:

Option
Database Name File Usage File Group Database File

Description
Read-only field. Lets you select a file to add. Click the list and then click the target file. Lets you select the database file group. Click the list and then click the file group. Lets you indicate the database file name. You can accept the default database file name, or type a new name in the Name field. If you are entering a new database file name, type the file size and enter the database file path.

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Option
Automatic Growth

Description
if you want to allow automatic growth of the file, select the Allow Growth checkbox, and then type a Growth Rate field, and select the maximum size of the file:

Database Wizard - Panel 4 for Microsoft SQL Server 7.0 or later

This panel displays your Microsoft SQL Server Database Summary.

To complete this panel, do the following: Click Finish.

Oracle
The Oracle database installation is a three-panel wizard that guides you through creating an Oracle repository for storing data. During the database installation, you have the option to create a new user. The installation adds Tables, Indexes, Views, and Stored Procedures.

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Database Wizard - Panel 2 for Oracle

This panel lets you enter a User ID or create a new one, and supply the user password. The table below describes the options and functionality available on the second panel of the database wizard: Option
User ID Password

Description
Click the list and then click the target User ID. To create a new user account, see Creating a New User Account. Type the User ID Password.

To complete this panel, do the following: 1 2 3 In User ID click the list and then click the target User ID. In Password type the User ID Password. Click Next.

Database Wizard - Panel 3 for DB2 and Oracle

This panel lets you enter the tablespaces for tables and indexes. The table below describes the options and functionality on the third panel of the Database Wizard: NOTE: Option
Tables Indexes

Make sure the tablespaces you select have enough available space. Description
Click the list, and then click the target tablespace. Click the list and then click the target tablespace.

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To complete this panel, do the following: 1 2 3 In Tables, click the list, and then click the target table. In Indexes, click the list and then click the target index. Click Next.

Database Wizard - Panel 4 for Oracle

This panel displays your Oracle Database Summary.

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To complete this panel, do the following: 1 2 To make any changes, click Back. When you are ready to create the database, click Finish.

Creating an Oracle User

The New Oracle User dialog box lets you create a new user and provide temporary tablespace information for the user. The table below describes the options and functionality available on the The Oracle User dialog box: Option
What is the name of the new user? How should the new user be identified?

Description
Type the new user name. Password: Indicates that Oracle should identify the user with the password you provide. Externally: Indicates that Oracle should verify the database user name against an existing operating system user name. Globally: Indicates that Oracle will permit access to the user by obtaining user name and password information from the security domain central authority. This option is only available for Oracle 8.

Password Tablespace Information

If you want the user identified by a password, type it in the box, and then type it again in the confirm box. Lets you indicate the default tablespace for the objects the user creates and the users temporary segments. Click the lists and then click the target tablespaces.

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To complete this dialog box, do the following: 1 2 3 4 5 In What is the name of the new user? type the new user name. In How should the new user be identified? select Password, Externally or Globally. In Password, if you want the user identified by a password, type it in the box, and then type it again in the Confirm box. In Tablespace Information click the lists and then click the target tablespaces. Click OK.

Sybase
The Sybase database installation is a three-panel wizard that guides you through creating a Sybase repository for storing data. The installation adds Tables, Indexes, Views, and Stored Procedures.

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Database Wizard - Panel 2 for Sybase

This panel lets you enter a User ID and supply the user password. The table below describes the options and functionality available on the second panel of the database wizard: Option
User ID Password

Description
Click the list and then click the target User ID. Type the User ID Password.

To complete this panel, do the following: 1 2 3 In User ID click the list and then click the target User ID. In Password type the User ID Password. Click Next.

Database Wizard - Panel 3 for Sybase

This panel lets you enter the database name as well as indicate the database device and transaction log. The table below describes the options and functionality on the third panel of the Database Wizard:. Option
What is the name of the database?

Description
The installation fills this box with a default name. In general, this name is fine. However, if youre installing more than one Repository Server on a single DBMS server, then you need to make the database name unique. Take the default name for the database, or type a new one. Note: any changes to the database name are also applied to the data and log file name.s

Database Files

The default data and log files are included in the installation. You can add additional files, edit the existing files, or delete files.

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To complete this panel, do the following: 1 2 3 In What is the name of the database? if you are installing more than one Repository Server on a single DBMS server, type a unique database name. In Database Files, you can add additional files, edit the existing files, or delete files. Click Next.

Database Wizard - Panel 4 for Sybase

This panel displays your Sybase Database Summary.

To complete this panel, do the following: 4 Click Finish.

Error Log Viewer

The Error Log View is returned if there is a problem creating your Repository database. If you get an error, review the Repository Database requirements to make sure you meet them. For further assistance with creating your Repository Database, contact Embarcadero Technologies Technical Support.

Setup Complete
The instaltion is finished.

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INDEX >

Index
Symbols
16

A
Architecture 14

C
Components 14

E
ER/Studio Components 14 ER/Studio Enterprise 2, 12

I
Installation Wizard 12 Installation Wizard 12

L
Licensing 12

R
Repository Database Requirements 16 Software Requirements 16 Repository Database Connection Failed 18 Repository Database Sizing 19

S
Sizing Repository 19 SQL Server connection error Repository 18

T
Technical Requirements 16

U
Upgrading to ER/Studio 7.x 2

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